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Disclosery

CAPTRUST FINANCIAL ADVISORS: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IDV, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 124,295 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,295 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $5,149,554.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 124,171 shares
    Change vs previous 13F +4,937 shares

    0.01% of the 13F portfolio, value $5,279,174.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 119,234 shares
    Change vs previous 13F +1,510 shares

    0.01% of the 13F portfolio, value $4,703,785.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 117,724 shares
    Change vs previous 13F +26,036 shares

    0.01% of the 13F portfolio, value $4,302,802.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 91,688 shares
    Change vs previous 13F +22,361 shares

    0.01% of the 13F portfolio, value $3,164,144.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,327 shares
    Change vs previous 13F -4,692 shares

    0.01% of the 13F portfolio, value $2,150,534.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,019 shares
    Change vs previous 13F +65,075 shares

    0.01% of the 13F portfolio, value $2,026,652.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,944 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,383.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).